Group 1 - Apple confirms that the iPhone Air is an unlocked device, allowing users to avoid long-term contracts with specific carriers [2] - Apple states that all iPhone models support international roaming in over 200 countries and regions through GSM networks [2] - JD.com announces a collaboration with CATL and GAC Group to launch a new car on November 9, clarifying that JD.com will not be involved in manufacturing [2] Group 2 - A notice from a delivery service center regarding fines for unclaimed packages sparked widespread attention, leading to investigations and eventual retraction of the fines [2] - Ele.me is piloting a new service point system to replace the penalty for late deliveries, aiming to enhance earnings for delivery riders [5] Group 3 - Microsoft officially ends support for Windows 10 as of October 14, 2023, despite it holding a significant global market share of 45.65% as of September 2025 [6] - Omdia reports that Apple's iPhone achieved its highest-ever market share in Q3 2025, with a 4% year-on-year increase in shipments [7] - Xiaomi leads the global market in wearable wristband devices, with a shipment volume of 50.2 million units in Q2 2025, reflecting a 13% year-on-year growth [8] Group 4 - The iPhone Air is the first Apple phone in the domestic market to support eSIM technology, with other Chinese manufacturers planning to release eSIM-enabled devices by the end of the year [11]

With President Donald Trump’s tariff policies an ever-moving target, investors are wondering how tariffs on countries like India, China and Mexico will affect consumer prices and, as a result, tech stocks like Apple (AAPL). When Trump first introduced tariffs, with China as the No. 1 target, Apple announced it would move production of its bestselling iPhones to India. Trump recently imposed punitive tariffs of up to 50% on India, but Apple products, along with other electronics and pharmaceuticals, are ex ...

花旗指出，iPhone 17系列属于渐进式更新，预计2025年出货量仅为8200万部，较iPhone 16的8100万部增长微弱。真正的长催化剂将是2026年的"三 驾马车"：高级Siri、折叠屏手机和Vision Pro 2。这些创新产品才能推动更强劲的换机周期，成为苹果关键增长驱动力。花旗维持苹果"买入"评级，目 标价245美元。 花旗称，iPhone 17系列难以驱动强劲换机周期，市场应该将目光聚焦明年的三大产品发布： 高级Siri、折叠屏手机和Vision Pro 2 。 9月3日，花旗在最新研报中称，虽然iPhone历史上受益于新外观设计，但 即将推出的Air机型和iPhone 17系列总体上仍属于产品的渐进式更新周期 。 花旗亚洲供应链调研显示， 预计iPhone 17系列2025年的出货量预期为8200万部，相比iPhone 16的8100万部仅小幅增长 。 花旗表示，尽管近半数iPhone用户仍在使用iPhone 14或更早机型，为升级提供了机会，但iPhone 17的 渐进式升级难以刺激大规模换机 。 该行认为，真正的增长催化剂将来自 明年的高级Siri、可折叠手机和Vision Pro 2 ...

新的3nm芯片、终于升级到12GB RAM以支持更多AI功能、摄像头升级特别是前置摄像头、自研Wi-Fi芯片、摄像头模组和边框设计变 化，以及Pro机型可能涨价50美元并提供更大存储容量。 | riguie 1. IFTIOne 17 Falliny Expected realules | | | | | --- | --- | --- | --- | | | iPhone 17 | iPhone 17 Air (New, replacing Plus) | iPhone 17 Pro iPhone 17 Pro Max | | Size | 6.3-inch (larger) | 6.6-inch | 6.3-inch 6.9-inch | | Processor | A19 chip (N3P) | | A19 Pro chip (N3P) | | Memory | Could still be 8GB RAM | 12GB RAM | 12GB RAM (up from 8GB before) | | Storage | | | Start with 256GB instead of 128GB | | ...

Core Insights - Apple has inadvertently leaked key information about several upcoming products through its software code, revealing a comprehensive roadmap for future releases [1] - The anticipated product launches are expected to occur between late 2025 and early 2026, marking a significant iteration across multiple product lines [1] Product Summaries - **New HomePod mini**: The upcoming HomePod mini (codename B525) will feature the new S11 chip with dual-core CPU and quad-core neural engine, significantly enhancing performance and audio processing capabilities. It may also support Wi-Fi 6E and come in new colors, while likely maintaining a similar price point around $99 [4][5] - **New Apple TV**: The next Apple TV will be equipped with the A17 Pro chip, offering substantial performance improvements and support for Apple Intelligence features. The price is expected to remain in the $129-$149 range despite the upgrades [7][8] - **New Apple Studio Display 2**: Expected to launch in early 2026, this display (codename J427) may utilize mini-LED backlighting for improved brightness and contrast. The starting price is likely to be higher than the current model, which is priced at $1599 [10][11] - **New iPad mini**: The next iPad mini (codename J510/J511) is set to feature the A19 Pro processor, with potential OLED screen integration. Pricing is expected to remain stable if no major changes are made [14][15] - **New Entry-Level iPad**: Launching in spring 2026, this model (codename J581/J582) will include the A18 chip and a 16-core neural engine, maintaining a starting price of $349 [17][18] - **Vision Pro 2**: The second-generation Vision Pro is anticipated to debut at the end of 2025, featuring the M5 chip for enhanced performance. The price is expected to remain at $3499 unless significant changes are made [20][21] - **New Apple Watch**: The upcoming Apple Watch Series 11, Ultra 3, and SE 3 will continue using the S11 architecture, with no major performance upgrades expected. Prices are likely to stay consistent with previous models, starting at $399 for Series 11 [24][25]

分析师指出，苹果方面澄清，业绩提前释放的影响仅限于约1%(主要集中在美国市场4月份销售)，且渠 道库存仍处于目标区间低端。分析师认为，展望显示设备升级和服务业务(尽管近期App Store支付政策 有所调整)仍保持全面增长势头，不过这一判断未考虑谷歌(GOOGL.US)流量获取成本(TAC)可能发生变 化带来的潜在影响。 Malik团队补充道："苹果还透露正加大人工智能(AI)领域投资力度，并可能通过并购增强AI业务布局， 这将被市场视为积极信号。总体而言，苹果基本面保持稳健，我们相信新一代Siri、折叠屏手机和 Vision Pro 2三款新品将为明年业绩提供支撑。"。 周五，苹果(AAPL.US)股价上涨，因其公布的2025财年第三财季业绩表现强劲，然而，华尔街分析师的 反应却褒贬不一。 Oppenheimer重申了对苹果的 "持有"评级。 花旗维持对苹果的"买入"评级，并将该股目标价从207.57美元上调至245美元。 分析师Martin Yang指出，苹果第三季度营收/每股收益达940亿美元/1.57美元表现亮眼，其中大中华区营 收同比增长4%，扭转前两季度下滑趋势。同时Yang认为，苹果凭借卓越执行 ...